Mission Wealth Management’s Markel Group MKL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$920K Hold
461
0.02% 327
2025
Q1
$862K Sell
461
-1
-0.2% -$1.87K 0.02% 318
2024
Q4
$797K Buy
462
+1
+0.2% +$1.73K 0.02% 315
2024
Q3
$723K Hold
461
0.02% 339
2024
Q2
$726K Sell
461
-3
-0.6% -$4.73K 0.02% 317
2024
Q1
$706K Buy
+464
New +$706K 0.02% 341